Position history for Dynasty Wealth Management, LLC's holdings in FIDELITY COVINGTON TRUST
Dynasty Wealth Management, LLC holds 7.4M shares of FBCG (FIDELITY COVINGTON TRUST), worth $408.1M as of 2025-Q4. The position was increased (++6.2% shares). FBCG represents 4.0% of Dynasty Wealth Management, LLC's portfolio.
Current Value
$408.1M
Current Shares
7.4M
Total Value Change
+$401.9M
Total Shares Change
+7.3M
Other major holders of FBCG: Kestra Advisory Services, LLC, FMR LLC
Increased |
| 7.4M |
+6.2% |
| $408.1M |
| 4.0% |
| $55.24 |
61 |
| 2025-Q3 | Increased | 7M | +27.3% | $376.2M | 5.0% | $53.47 | 75 |
| 2025-Q2 | Decreased | 5.5M | -17.6% | $265.7M | 4.5% | $48.02 | 0 |
| 2025-Q1 | Increased | 6.7M | +19.7% | $267M | 4.4% | $40.08 | 67 |
| 2024-Q4 | New | 5.6M | - | $258.1M | 4.5% | $46.74 | 85 |
| 2024-Q3 | Exited | 0 | -100.0% | $0 | 0.0% | $42.53 | 0 |
| 2024-Q2 | New | 147,925 | - | $6.3M | 0.2% | $42.37 | 45 |